Google Workspace vs Office 365 Comparison – Which One Is Better?

Trying to decide between Google Workspace vs. Office 365 for your business email and productivity suite?

Google Workspace and Office 365 both offer impressive suites of productivity software and services. If you are not experienced with either side, then you might be looking at the right option to streamline your business operations.

In this guide, we will compare Google Workspace vs. Office 365 to help you decide which one is better for your business.

Google Workspace vs Microsoft 365

What Are Google Workspace and Office 365?

After you make a website, the next step is usually to get a professional business email address.

Unlike your @gmail.com or @outlook.com email, a professional business email address is branded with your company name: name@yourbusiness.com

While most WordPress hosting companies offer a free business email address, they can’t compete with the powerful business tools that Google Workspace and Office 365 provide. These platforms have more reliable emails, file storage, documents, spreadsheets, calendars, notes, video conferencing tools, etc.

Google Workspace includes Gmail, Google Drive, Google Docs, Sheets, Slides, Calendar, Keep, Hangouts, and other Google apps that you probably already use and love.

Google Workspace

They also have unique offerings such as Apps Script and AppSheet for building custom solutions without coding and Jamboard for whiteboard brainstorming.

Microsoft’s Office 365 includes Outlook, OneDrive, Word, Excel, PowerPoint, One Note, Skype, and other Microsoft apps.

Microsoft 365

Using cloud productivity suites allows you to save money on maintaining software licenses and installations, running an IT department, and more.

All your data is stored in the cloud, which makes it easier to access files from anywhere using any device. This is great if you are running a remote company or traveling while managing your WordPress blog.

Google Workspace vs. Office 365 Comparison Chart

It can be confusing to evaluate both productivity suites unless you can visually see the differences. That’s why we’ve put together a side-by-side comparison for a quicker overview.

FeaturesGoogle WorkspaceOffice 365
PricingStarter – $6 / user / month
Standard – $12 / user / month
Plus – $18 / user / month
Microsoft 365 Business Basic – $6 /user / month
Microsoft 365 Business Standard – $12.50 /user / month
Microsoft 365 Business Premium – $22 / user / month
Microsoft 365 Apps for Business – $8.25 /user / month
Cloud StorageBusiness Starter – 30GB per user
Business Standard – 2TB per user
Business Plus – 5TB per user
1 TB for all plans
50 GB email storage
Apps Docs, Sheets, Slides, Keep, Sites, Google Drive, Calendar, Meet, Gmail, ChatWord, Excel, PowerPoint, OneDrive, Teams, Outlook, Exchange, SharePoint
Ease of UseBetter admin controls
Better web and mobile apps
Better Desktop Apps
CollaborationLive multi-user editing
Hangouts for video conferencing
Google Voice for phone calls and SMS
Live multi-user editing
Skype for Business (available only with Business Premium or Enterprise plans)
Security and Support– Data encryption
– Data loss prevention
– Google cloud security protection
– Two-step verification
– Built-in spam, phishing and unusual activity detection
– 99.9% application availability guarantee
– Data encryption
– Data loss prevention
– Microsoft cloud security technology
– Multi-factor authentication
– Built-in spam, malware and unusual activity detection
– 99.9% financially backed uptime guarantee
Customer SupportStandard Support (paid upgrade to Enhanced Support)Round-the-clock phone and online support
Get StartedBuy Google WorkspaceBuy Office 365

Why Do You Need Google Workspace or Office 365?

Just about every type of business could benefit from Google Workspace or Office 365, whether you run a small business website, local business, or online store.

Here’s just a handful of reasons to use productivity suites:

  • Collaboration: Team efficiency comes down to collaboration. Important decisions are made through collaboration tools such as sharing files, instant messaging, and video and audio conferencing.
  • Cloud-based file storage: Files are arguably the backbone of any organization. Documents, PDFs, spreadsheets, and other files help run the operations of a business. There’s nothing wrong with legacy apps, but transferring files elsewhere can be difficult, which is why cloud-based options are better.
  • Business email: Every business needs an email to connect with their customers, partners, and employees. While you could go with a free ‘@gmail.com’ option, it’s better to have your domain name in your email so it looks more professional.

That said, both suites offer a ton of features that allow you to run your business efficiently and grow. Let’s take a look at those features and see how Office 365 and Google Workspace stack up.

Feel free to jump forward to any section that you’re most interested in:

Google Workspace vs. Office 365 Pricing

Every business has a lot of expenses, including software tools, which is why pricing is an important factor to consider. You want to choose a solution that fits your budget.

Let’s compare the pricing of Google Workspace and Office 365 to find out which one offers the most value for your money.

Google Workspace Pricing

Google Workspace pricing

Google Workspace comes with three simple pricing plans.

  • Business Starter – $6 per user per month for 30 GB cloud storage per user.
  • Business Standard – $12 per user per month for 2 TB cloud storage per user.
  • Business Plus – $18 per user per month for 5 TB cloud storage per user.

That said, all users get a free trial for their first 14 days.

Once you reach the Business Plus plan, you get access to enhanced security and management tools. For example, Google Vault lets you easily search, manage, and export an organization’s email, chats, and other data. Beyond that, there’s advanced threat protection to protect sensitive data from malicious attacks and malware.

Office 365 Pricing

Microsoft 365 pricing

Office 365 comes with three different pricing plans for medium and small businesses.

  • Microsoft 365 Business Basic – $6 per month per user
  • Microsoft 365 Business Standard – $12.50 per month per user
  • Business 365 Business Premium – $22 per month per user
  • Microsoft 365 Apps for business – $8.25 per use per month

All Microsoft 365 plans are paid on an annual basis. That said, there is a one-month free trial to see if it’s a good fit.

Microsoft 365 comes with 1 TB of cloud storage on their basic plan, with access to all of the main apps and a custom business email. The Business Standard comes with more advanced programs, such as the ability to run webinars and even new video editing and design tools with Microsoft Clipchamp.

Their Business Premium Plan is where you get advanced cyber threat protection against phishing attacks and viruses.

Winner: Tie. Both Google Workspace and Office 365 are priced competitively. Depending on which apps your business needs, one may tip the scales over the other. For example, Google offers unique apps like Sites, which is a page builder tool, while Office 365 has a video editing software called ClipChamp.

Professional Business Email

Both Google Workspace and Office 365 allow you to create professional business email accounts using your own domain name. Besides a custom domain, professional email offers enhanced security and features to scale your business, like more storage and a number of users.

Google Workspace – Gmail for Business

Google-workspace-business-email

Google Workspace allows you to register a domain name or use your existing domain name to create email accounts. You can also create up to 30 email aliases for each user.

Gmail is best if you’re looking for collaborative and time-saving features. For example, it’ll automatically send notifications to you when you’re tagged in another Google app, making it easy for teams to work on documents, projects, and presentations.

There are also dynamic emails in Gmail, allowing the recipient to complete an action directly in the email, like responding to a comment or question, replying to an RSVP to an event or meeting, and browsing a catalog.

Overall, the entire interface feels more modern and much easier to navigate, making Gmail easier to use. One of the best features is the AI-driven option that suggests phrases and words as you type and a convenient snooze button so you can delay incoming messages.

If you’re interested in setting one up, read our tutorial on how to set up a professional email address with Gmail and Workspace.

Office 365 – Outlook for Business

office 365

Office 365 also allows you to easily create professional email addresses with your own domain name. It offers 400 email aliases for each user.

Outlook is great for people who prefer a desktop email client. Logging online to access your email can be a distraction, which is why having a full-featured desktop version is helpful.

However, Outlook does seem to struggle with search accuracy as well. If, for example, you were looking for a specific email in a chain, Outlook may bring up other emails in that chain as well, making it harder to find.

In addition, the ads are placed to the side of the email app on the Office 365 Business Basic plan.

Office 365 ads in emails

From an aesthetic standpoint, it’s more distracting for users to deal with, which can slightly hurt the user experience. You’ll need to upgrade to the Business Standard plan for an ad-free experience, while Gmail includes no ads on all plans.

Verdict: Google Workspace, since they offer a better user experience. With the tagged collaboration, no ads, and better searchability, Gmail makes handling emails much easier.

Cloud File Storage and Sharing

One of the main reasons for using a cloud productivity suite is file storage. You can save all your files in the cloud so that you can access them anywhere, using any device, and share them easily.

Both Google Workspace and Office 365 make file storage and sharing easy.

Google Workspace – Google Drive Cloud Storage

Google Workspace Drive

Google Workspace gives each user 30 GB of cloud storage with the Starter plan. When you upgrade to the Standard plan, you get 2 TB of storage per user, and with the Plus plan, you get 5 TB of storage per user.

It uses Google Drive to store and manage files. It comes with apps that you can download on your mobile devices, tablets, or desktop. This allows you to easily access files stored in the Drive and even make them available offline.

Google Drive also makes it super easy to share files with your colleagues or anyone else. You can share by email, allow others to just view or edit a file, and even allow others to download them.

Many WordPress backup plugins also allow you to store your website backups on Google Drive. If you have unlimited storage, then you can safely store all your website backups on the cloud.

At WPBeginner, we recommend backing up your entire WordPress site to Google Drive so that you’re prepared for the worst-case scenario.

Office 365 – OneDrive Cloud Storage

OneDrive

Office 365 offers 1 TB of cloud storage for each user with all their plans. This is a lot of storage, but it is not unlimited. Each user also gets 50 GB of email storage, which is separate from your OneDrive storage limit.

It uses OneDrive to store and manage files, and it also comes with desktop, mobile, and web apps. Similar to Google Drive, you can sync files using OneDrive and easily share them.

While Office 365 doesn’t offer unlimited cloud storage like Google Workspace, you probably won’t need that much space. 1TB is a lot for cloud storage for a single user, which many people won’t come anywhere near using, anyway.

Verdict: Google Workspace has more total storage if you upgrade to the Business Standard plan or above. That said, Office 365 offers more storage at a lower price point.

Productivity Apps

Productivity apps are the backbone of most small businesses. It’s where teams collaborate on projects, streamline workflows, and manage data. Both Google Workspace and Office 365 come with the essentials you need, like documents, spreadsheets, presentations, and more.

Let’s take a look at the apps offered by both platforms and how they compare to each other.

Apps in Google Workspace

Apps in Workspace

Google Workspace comes with popular Google apps like Gmail, Google Docs, Sheets and Slides, Google Calendar, Keep, Hangouts, and a lot more.

Google focuses on simplicity and live collaboration. Collaborating with team members is seamless. They also offer real-time co-authoring so that individuals can work on the same document at the same time. That means you can comment, suggest, review changes, and make notes with ease.

These apps work best in a desktop browser on all operating systems. Google also has mobile apps for both Android and iOS. If you are already using an Android phone, then their mobile versions may come pre-installed with your phone.

Google also has offline versions of some apps that would work in your browser. However, their offline functionality is quite limited, and you will have to individually make a file available for offline editing.

Unlike Microsoft’s productivity suite, which includes both web and desktop versions, Google’s tools are exclusively web-based. That said, Google Workspace has a cleaner interface and is much easier to use.

Apps in Office 365

An Office 365 business subscription gives you access to Microsoft Office apps like Word, Excel, PowerPoint, Outlook, and OneNote. For desktop computers, these apps are still the most feature-rich and complete office application suite on the market.

All Word applications have a lot more pre-built templates than their Google counterparts.

Word templates

Word alone has 300 different business templates, compared to Google Docs, which only has 55 templates, including business, personal, and educational ones. Plus, Word has more chart types for embedding into documents.

This extends to other apps as well. Excel offers over 80 different templates for different types of budgets, while Google Sheets has 19 templates in total.

Some apps have more advanced functionality than Google as well. For instance, PowerPoint has a QuickStarter feature, which helps you quickly build a beautiful presentation in minutes. Just type in a topic, and it sources facts and research findings for you. It will also suggest layouts, themes, and images to use.

Powerpoint Quick Starter Feature

All in all, Office 365’s desktop apps set a very high standard that no web or mobile app has been able to compete with.

Verdict: Tie. Google Workspace is better for ease of use and collaboration. However, Office Workspace excels in templates and has more advanced functionality.

Collaboration Tools

With remote work becoming the new norm, collaboration tools are more important than ever. Team members need video conferencing, chat, messaging, and shared spaces to facilitate internal discussions.

There are a lot of tools to unpack, so we’ll cover what each suite offers.

Collaboration tools in Google Workspace

Workspace offers Google Meet, which is made up of Google Chat and Hangouts.

Google Meet excels in guest access. With this feature, team members can invite external guests to collaborate and join conversations without having a Google account. On the flip side, Microsoft Teams requires guests to have a Microsoft account or be part of an organization.

Another advantage is that Google Meet allows more participants to join in a room for the Plus and Enterprise plans. Up to 500 people can be in a single room.

Workspace collaboration tools

Comparatively, Microsoft Teams only limits you to 300 participants for all plans.

While it’s not a huge deal, the scales do tip in favor of Google Meet.

Microsoft Teams

However, Google Meet’s main advantage is simply its user experience. It easily syncs within Google’s ecosystem of apps. With its call quality adjustments powered by AI, rest assured that your meetings should run smoothly without audio or visual issues.

That said, Google Chat, the messaging platform, isn’t as easy to use for creating specific channels as Microsoft Teams.

In addition, Workspace has Google Voice, a VOIP service provider that allows you to make cloud-based phone calls. Google Voice is more advanced than Microsoft Team Phone because it offers more advanced features. These include AI-driven automatic voicemail transcriptions for better data management.

Collaboration tools in Office 365

Office 365 features Microsoft Teams as its primary collaboration tool. It works similarly to Slack, where you can communicate in different channels or message individuals directly so that all chats are siloed appropriately.

Microsoft Teams instant messaging chat

Also, within each channel, you can further segment by topic or department to help organize communication with your company. The messaging app has tabs where you can attach files or connect third-party services.

Beyond that, Microsoft Teams has a built-in calendar and conferencing within their program. That way, you don’t have to go back and forth to Outlook to figure out when your meetings are.

Microsoft Teams Calendar

Then, you can click on the event scheduled in the calendar to join a video or audio conference. The conferencing tool comes with all the features you’d expect, such as recording meetings and sharing screens.

What’s great about Microsoft Teams is that you can use the search box to type in topics, names, or commands to find what you’re looking for.

Microsoft Team search feature

Beyond the chat and conferencing tool, they also have Microsoft Teams Phone, which allows you to make internal calls. That said, you’ll need to pay for a specific domestic calling plan, an international calling plan, or a pay-as-you-go plan.

In comparison, Google Voice offers free calls to the US and Canada.

Verdict: Google Workspace because it’s intuitive and has more AI-driven features in Hangouts.

Security Measures

Security is one of the major concerns for small businesses when using cloud applications. Let’s see how Google Workspace and Office 365 protect the data you store on their cloud platforms.

Google Workspace Security Features

Google Workspace is built on top of Google’s cloud infrastructure and uses the same levels of security as Google itself. This includes automatic detection of suspicious activity, phishing attempts, and other hacking attempts.

As an administrator, Google allows you to set different policies to prevent unauthorized access to your admin console or any of the user accounts. You can use two-factor authentication and enforce it for all your users.

It also comes with a data leak protection feature where you can set keywords to block any outgoing communication. Google Workspace has built-in spam, virus, and malware detection, which scans all documents and attachments.

Office 365 Security Features

Microsoft security

Office 365 features Microsoft Defender, a security app for the entire productivity suite.

It allows you to enable multiple-factor authentication for all user passwords. With multi-factor authentication, users need to provide more forms of authentication before accessing their accounts, compared to the two-factor option that Google Workspace offers.

The most common options are prompts via text message, mobile app notification, or authenticator app.

It also uses its own AI tools to learn each user’s work habits, detect suspicious activities, and flag them if something looks out of place. With the business plan, you get access to Microsoft Defender, a premium security solution that keeps your data secure.

Microsoft also offers extended support towards email authentication protocols such as 365 DMARC. This solution specifically protects against inbound phishing emails sent to your business domain. You can specify to email servers how to respond to emails sent from your domain that fail the authentication checks.

It includes a data loss prevention tool to protect against data theft and leaks. Using the device management tool, your organization can also restrict user access to company-issued devices.

Office 365 also uses Microsoft’s spam, virus, and malware detection tools to scan all documents, emails, and attachments.

Verdict: Office 365 because they offer multi-factor authentication protocols and advanced security analytics in higher-tiered plans. It’s suitable for enterprise businesses with strict security needs or those operating within highly regulated industries.

Customer Support

Google Workspace Customer Support

Google Workspace support

Unfortunately, Google doesn’t have a great reputation for customer support. It’s extremely hard to connect to a real person to resolve or troubleshoot issues you’re having with their products or tools.

Beyond that, Google only offers web-based support through live chat, help center, and their community.

The main problem with web support is that you must have an internet connection to receive help. While you can purchase enhanced support with Google Workspace, it’s only in their Enterprise plan.

Office 365 Customer Support

On the other hand, Office 365 doesn’t withhold support channels from its users regardless of the pricing plan. All plans offer online and 24/7 phone support. In addition, you get access to technical support for troubleshooting and implementation.

Verdict: Office 365 is best because it also offers phone support, even for the lowest tiers of service.

Google Workspace vs Office 365 – Which One Is Better?

Google Workspace is the better option for most people, including small to medium businesses and startups. Even a complete beginner can master apps like Docs, Sheets, Meet, and Calendar. You can set up everything in just a few clicks, and it’s easy to collaborate with team members.

Office 365 is more suitable for enterprise-level businesses where all employees work from an office using a Windows PC. Their desktop apps are top-notch, especially if you are in a Windows ecosystem.

This comparison is similar to Mac vs. PC or Apple vs. Android. Office 365 provides better functionality in many cases, but it’s much harder to use and learn. Google Workspace is easy to understand and much faster to set up.

We hope this article helped you compare Google Workspace vs. Office 365 to find out which one is better. You may also want to see our list of top WordPress plugins and tools for business websites, along with the best free business tools for small businesses.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post Google Workspace vs Office 365 Comparison – Which One Is Better? first appeared on WPBeginner.

How to Save Money on your Microsoft Office 365 Subscription

Microsoft Office 365

The personal edition of Microsoft Office 365 is available for $6.99 per month on the official Microsoft website. This license includes all Microsoft Office apps. With the personal license, you’ll be able to install Microsoft Office on all your computers, phones and tablets through you can only be signed in to 5 device at the same time.

You may buy a license for Microsoft Office 365 through the Microsoft website, through in-app purchases inside the Apple App Store or Google Play store or through online stores like Amazon.

Office 365 Prices Comparison

I did a quick comparison of Office 365 prices across different regions and it is obvious that the most affordable option is Amazon. For instance, if you are looking to buy Microsoft 365 subscription in India, you’ll save around 20% when the purchase is made through Amazon vis-a-vis the Microsoft Store. The savings are even higher for UK customers.

Country / RegionPrice on Microsoft StorePrice on Amazon WebsiteSavings
United States$69.99$58.9916%
India₹4,899₹3,94920%
France€69,00€59,9913%
United Kingdom£59.99£42.9928%

Buying Office 365 through Amazon

When you buy a Microsoft 365 subscription through Amazon, Amazon will send a 16-digit license key to the email address associated with your Amazon account. It may take 15-30 minutes for the license key to arrive.

Once you have received the code, go to setup.office.com and sign-in with the Microsoft Office where you wish to use the Office 365 subscription. Enter the product key and click on the “Activate” button.

Activate Microsoft Office 365

Next, launch Word, Outlook or any other Microsoft Office app on the computer and sign-in with the same Microsoft account.

Also see: Buy Udemy Courses for Less

Things to note

The Office 365 subscription purchased on Amazon is exactly the same as the one offered on the Microsoft website but the price is cheaper. Once the license is activated, you’ll manage the subscription through your Office.com dashboard.

There are a few things to note when you buy an Office 365 license outside the Microsoft store.

  1. There could be geo restrictions in place. For instance, an Office license acquired from the Amazon US website may not be activated in India.
  2. If you wish to opt for monthly billing instead of paying for the full year, you’ll have to buy through the Microsoft website or make an in-app purchase on your Android or iPhone.
  3. This is important. If you have purchased Office 365 from Microsoft, you can request a return but licenses purchased through Amazon may not be returnable in every region.

Best Document Management Software

Document management software has become a crucial component of running a business in 2020. So many organizations are either going paperless, have remote employees, or both.

These new trends make it unrealistic to keep documents and paperwork in physical filing cabinets or boxes in an office.

Document management software allows you to declutter your office, improve security, and access files or data from anywhere. This software also enhances efficiency when sharing documents or collaborating with team members.

Are you ready to digitally upload, track, and securely archive your documents? You need document management software to achieve this.

Whether your company is going paperless, or you just want to digitize your records for improved organization, this guide has everything you need to know about DM software (DMS).

The 7 Best Document Management Software

There are hundreds, if not thousands, of document management solutions on the market today. Cloud storage tools like Google Drive or Dropbox could technically fall into this category as well.

But for the purpose of this guide, I focused on DMS for businesses. For this instance, there are really only seven solutions that I would recommend.

The reviews below include a brief summary, features, benefits, prices, and any potential drawbacks of each software. Use this as a resource to find the best document management software for your unique situation.

eFileCabinet

efilecabinet

eFileCabinet is one of the best document management solutions on the market today. Since 2001, this company has helped individuals, small business owners, and enterprise-level companies organize data and files online.

The software makes it easy for you to stay organized and find a document, regardless of how many you have on file.

You can search for documents or locate them based on folder templates or pre-defined file names. eFileCabinet also keeps a portfolio of your most used documents for quick access.

The eFileCabinet solution does all of the hard work for you. Simply upload a document, and the software will file it for you. The automated workflow streamlines your time-consuming tasks to improve efficiency in the office.

All of your documents can be accessed from anywhere with a web browser or mobile app. You can upload documents directly from your phone using the camera on your device. eFileCabinet also allows you to sign contracts.

One of the biggest standouts for this solution is the collaboration features. The system allows you to create different levels of security, so only certain people can access data.

eFileCabinet has encrypted file sharing and requests, two-factor authentication, and role-based permissions. You can even set IP or location-based authentication.

The software integrates with popular third-party services like DocuSign, Salesforce, and Microsoft Office.

Here’s an overview of the plans and price points for eFileCabinet:

  • Starter — Starting at $15 per month (25 GB of storage)
  • Advantage — Starting at $55 per month (1 TB of storage)
  • Business — Starting at $99 per month (5 TB of storage)
  • Unlimited — Starting at $199 per month (Unlimited storage)

All prices are listed per user and billed on an annual basis. Once you upgrade from the Starter plan to Advantage, you’ll need to pay for a minimum of three users.

I’d only recommend the Starter plan to individuals. Sole proprietors or very small businesses can probably get away with the Advantage plan, but the Business package will likely be the best for the majority of you.

With eFileCabinet, you get to choose if you want your storage either on-site or on the cloud. Personally, I prefer the cloud storage. But there are advantages to on-premises as well.

M-Files

mfiles

M-Files represents the future of document management. The software leverages AI technology to automate your organizing process.

When you upload content to M-Files, the platform automatically organizes the data based on what it is, as opposed to just where you want to store it.

You even have the ability to connect M-Files to your existing network and systems to protect your information and categorize everything with AI, automatically and securely.

Another top benefit of M-Files is that they offer industry-specific solutions. Some popular industries that they service include:

  • Financial services
  • Construction and engineering
  • Oil and gas
  • Real estate
  • Manufacturing
  • Professional services

M-Files is great for larger teams that need to access documents at different times. If someone on your staff needs a file that was uploaded and saved by another colleague, they won’t need to search through different folders to see what the document was saved as.

With AI technology, all you need to know is what type of document you’re looking for. Then you can organize the content based on criteria like project title, author, customer, or expiration date.

M-Files will automatically detect duplicate content. Rather than having multiple versions of the same or slightly different documents on your storage system, it will automatically update the latest document to one singular file. This way you always know that you’re viewing or working with the latest version.

With M-Files, you can store a wide range of document types, including emails. The software also allows you to collaborate with external users who don’t have M-Files. That content can be shared as a secure link.

M-Files offers cloud storage, on-site storage, and hybrid storage solutions as well.

You can try M-Files free for 30-days by filling out a form on their website. Pricing for M-Files is not listed on their website. You need to contact their sales team to inquire about a custom solution.

Templafy

templafy

Templafy is a relatively new DMS. After launching in 2014, they have been providing all-in-one document management solutions for enterprises all over the world. It’s designed specifically for large businesses and helps streamline tasks to save time when it comes to storing and accessing files.

More than 300 enterprises across 80+ countries use Templafy for document management. This translates to more than one million users.

Using intelligence software, Templafy will automatically show the most relevant content to each employee based on their usage and position.

Your marketing team doesn’t need to see accounting documents, and vice versa.

One of the biggest pain points with DMS, in general, is having to create new documents using another platform. Templafy eliminates this pain point by giving users the ability to create and edit new content directly within the system.

Both new and uploaded content can all be managed in a simple and singular feed on your dashboard.

Templafy’s cloud storage software means you can access documents from anywhere, including on your smartphones and tablets.

You can integrate Templafy with Microsoft Office 365, G-Suite, and other platforms that you’re using to run your business on a daily basis. You can even integrate Templafy with CRM solutions like Salesforce or Microsoft Dynamics.

Big brands like Pandora and IKEA trust Templafy to manage their documents with enterprise-grade software.

In addition to managing documents and files, Templafy has solutions for maximizing employee productivity and creating an evergreen IT infrastructure.

Security is another top benefit of using Templafy. You and your team can securely store and access content from anywhere, using any device, whether you’re online or not.

Like most enterprise software, Templafy provides custom solutions for each unique company. So they don’t list any prices online. You can try Templafy for free before you commit to a contract by reaching out to their sales team.

DocuWare

docuware

For those of you who are looking for a high-quality cloud-based solution for document management, look no further than DocuWare.

This DMS is unique because it has specific solutions for tasks within your business processes:

  • Document management
  • Invoice processing
  • Employee management
  • Sales
  • Marketing

DocuWare has everything you need for digital transformation and going paperless using cloud technology.

This is another software that’s used by large businesses and enterprises. Sony, Toshiba, Levi’s, and Kellog’s are just a handful of their most well-recognized customers.

But with that said, DocuWare stands out as a top option for small and medium-sized businesses as well.

Small business owners can use DocuWare to automate their digital workflow, securely organize and store documents, and automate certain tedious tasks.

DocuWare allows you and your staff to edit or annotate documents directly on the platform. Not every DMS on our list gives you this capability.

I like DocuWare because it has features designed to connect remote employees and your deskless workforce. Anyone can easily access content at home or on the go from any device.

More than 12,000 businesses in 90+ countries trust DocuWare for document management. So you know that the company is legitimate with a track record like that.

It has specific use cases for things like contract proposals, finance processes, and HR tasks as well.

The pricing for DocuWare follows a common theme in this guide. They offer a free trial, but you need to contact their customer support team directly for a custom quote.

Hightail

hightail

Hightail is a document management solution with a specific purpose—sharing and collaboration.

Other DMS on the market have features for file sharing as well, but Hightail takes this to the next level.

I recommend Hightail to businesses that need the ability to send large files securely.

Sharing is simple. Just drag or upload a file from your device or cloud storage solution into your Hightail account. Enter the information for who you want to share it with, and automatically send an email notification to the recipient.

With Hightail, you’ll be able to track the delivery and downloads of content you shared. So you know exactly who opened it and when.

Hightail lets you send files of up to 500 GB. You can add password protection to files and set expiration dates as well.

Here’s an overview of the plans and pricing for Hightail:

Lite — Free

  • 100 MB file send limit
  • 7 day file expiration
  • Comments for feedback enabled
  • Sync from third-party integrations

Pro — $12 per month per user

  • 25 GB file send limit
  • Configurable file expiration
  • File previews enabled
  • Send tracking and delivery notifications
  • Password protection
  • Phone and live chat support

Teams — $24 per month per user

  • 50 GB file send limit
  • Custom branding
  • Organization and archiving tools
  • Version control with side by side comparisons
  • Real-time discussions for collaboration
  • Members management

Business — $36 per user

  • 500 GB file send limit
  • Enterprise-grade security
  • Dedicated customer support team
  • Organizational level permissions
  • Admin reports

As you can see, the pricing is largely based on the file sending limits. But the features get significantly better with each plan as well.

The free option is actually pretty good if you don’t need to send huge files, and even the entry-level Pro plan is suitable for a number of individuals.

If you’re interested in a paid plan, you can try Hightail free for 14 days.

MasterControl

mastercontrol

MasterControl is a DMS made for businesses where security is a top priority and concern. Certain industries have strict regulations for companies to comply with.

MasterControl understands those compliance concerns and created a document management solution that meets any security requirements.

One of the top features of MasterControl is its ability to track changes and revisions. If a document needs to be reviewed by a particular person, you can schedule a time and send out reminders as well.

MasterControl can also limit revisions based on access. You have complete control over who can make changes to a document.

You can also create custom watermarks, sequential numbering, and location tracking to control copies of your files.

MasterControl is 21 CFR Part 11 compliant. This means that documents have a time-stamped audit trail, as well as e-sign functionality that complies with federal regulations.

Another unique standout of MasterControl is its learning center. You’ll have access to tons of free videos, documents, and other resources to educate you about the platform and security compliance in general.

If you need enterprise-grade security for document management in a strict industry, MasterControl will be a top option for you to consider. Contact their sales team for a custom quote.

PaperTracer

papertracer

PaperTracer has solutions for small, medium, and enterprise-level businesses. It’s a simple solution for document management.

With PaperTracer, you’ll have the ability to automate your contracts and digitize all of your documents in a centralized database. PaperTracer has tracking and reporting capabilities and HIPPA compliant solutions as well.

Your document management solution is completely customized. You can benefit from a cloud-based implementation with end-to-end workflow solutions.

E-signature capability is also available with PaperTracer.

PaperTracer is a top solution for businesses in healthcare and legal industries.

Here’s a brief overview of the available plans, although all pricing is customized.

Small

  • Up to 10 users
  • Electronic signing
  • Searchable database
  • Upload and scan to PDF
  • Advanced reports and dashboards
  • Input forms

Mid Size

  • Up to 100 users
  • Contract authorizing
  • Custom fields
  • Custom workflows
  • Implementation

Enterprise

  • Unlimited users
  • Unlimited input forms
  • Single sign-on

Demos and free trials are available for all three plans. I’d recommend PaperTracer for small and medium-sized businesses. While they do have an enterprise-grade solution, there are better options for that on our list.

How to Find the Best Document Management Software

Choosing a document storage solution can be challenging if you don’t know what to look for. There are certain features and benefits that you need to keep an eye on when you’re evaluating a prospective software.

I’ll show you the methodology that we used to come up with the choices in this guide. You can use the same system to help narrow your search.

Storage Location

In most cases, document management solutions are either cloud-based or on-site. Some companies offer just one, while others let you choose which one you prefer.

For example, eFileCabinet offers both on-premises and cloud-based storage. M-Files has both as well, and also has a hybrid solution. Other solutions, like DocuWare are completely cloud-based.

I personally prefer cloud solutions because you can access content from anywhere. But for security reasons, some companies want files stored locally on their network.

File Sharing and Collaboration

What can you do with your files once they are uploaded and stored? While organizing files is obviously important, it’s useless for some companies if the documents can’t be shared with teams or external users.

Look for a DMS that accommodates your internal needs for editing or collaborating on files. Features like automated version updates and in-platform editing capabilities are crucial here.

The size of your files will also depend on which solution is best for your business. If you need to share large files, Hightail is the best choice.

Security

Most business-related files and data are sensitive. So it’s important to have a document management solution that can securely store information.

Some solutions offer access permissions based on individual clearance levels or even location.

Other platforms specialize in compliance for unique industries, like healthcare, legal, or government businesses.

Price

Pricing for DMS is usually based on storage limits and users. At each price tier, you can expect the plan to have additional features and benefits.

The majority of the solutions on this list offer custom plans and pricing. So to get a better idea of how much your document management software will cost, you’ll need to consult with a sales representative.

For those of you who are looking for a cost-effective solution and instant sign-ups, eFileCabinet will be a top choice for you to consider.

Integrations

Ideally, you want to find document management software that works with the platforms you’re already using. Whether it’s CRM like Salesforce, or document editing and creation software like Microsoft Office 365, certain platforms have a wide range of integrations for you to choose from.

However, other solutions that are niche-specific are a bit more limited. So make sure you use software that will actually benefit your workflow process.

Conclusion

Document management software is extremely diverse. Each solution offers unique benefits for businesses based on size, industry, or specific needs.

What’s the best document management software? It’s impossible to say since every option is so different. Here’s a quick recap of the platforms reviewed above:

  • eFileCabinet — Best administrative controls and third-party integrations.
  • M-Files — Best document management software for automated organizing with AI.
  • Templafy — Best enterprise-grade document management software.
  • DocuWare — Best cloud-based DMS for small to medium-sized businesses.
  • Hightail — Best document management software for sending large files.
  • MasterControl — Best DMS for strict security and compliance standards.
  • PaperTracer — Best for small or medium-sized legal and healthcare companies.

If you’re looking for a basic all-in-one document management solution, eFileCabinet will probably be your best bet.

But for those of you with unique circumstances and needs, you can find custom software from one of the providers on our list.

Does Microsoft Office 365 come with support?

In today’s world, when the enterprises look towards migration of their on-premise business services to online-based services, Microsoft Office 365 is the answer for their security solution needs including migrating of email boxes, calendars, contacts, etc. Once the migration of a system is done to Microsoft Office 365 support is required at the user’s end. […]

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